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[QUOTE="Queen, post: 85447, member: 27"]
DRAM pricing just went feral, with DDR4 spiking past DDR5 and manufacturers quietly bracing to dump the pain on buyers.

DDR4 flips the script
[LIST]
[*]DDR4 spot prices jumped around 172 percent.
[*]DDR5 climbed roughly 76 percent.
[*]Older memory suddenly costs more.
[*]Shortages are driving panic buys.
[/LIST]
Why prices feel fake right now
[LIST]
[*]Retail products still lag spot pricing.
[*]Manufacturers are eating losses temporarily.
[*]Long-term supply deals are harder to lock.
[*]This calm looks borrowed.
[/LIST]
Suppliers tighten the screws
[LIST]
[*]SK hynix and Samsung favor short contracts.
[*]Spot premiums creep into negotiations.
[*]Buyers lose leverage fast.
[*]Planning turns into guesswork.
[/LIST]
End products face reality
[LIST]
[*]GPU and RAM pricing will climb.
[*]Cost absorption is breaking down.
[*]Client systems get hit first.
[*]Budget builds lose viability.
[/LIST]
Phones and PCs both suffer
[LIST]
[*]Smartphone BoM could rise up to 25 percent.
[*]Higher costs threaten shipment volumes.
[*]PCs already feel strained.
[*]Several rough quarters seem likely.
[/LIST]
[/QUOTE]

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